Applied Systems : Everything you need to know

Applied Systems: Everything you need to know

Headquarters address

200 Applied Parkway, University Park, IL 60484, United States

Year established


Size (employees)


Global locations

Canada, Ireland, United Kingdom, United States


Insurance automation software and brokerage management systems

Number of software users


Key people

Taylor Rhodes (CEO), Graham Blackwell (chief financial officer), Tom Needs (CEO, Applied Systems Europe), Anupam Gupta (chief product officer), Trevor Bunker (chief customer officer), Bridget Penney (chief people officer), Jeffrey D. Purdy (chief revenue officer), Rich Belanger (chief technology officer), Courtney Rains (chief marketing officer), Rich Cohan (general counsel and corporate secretary)

About Applied Systems

Applied Systems provides cloud-based software products for insurance automation and brokerage management. Among its prominent products and services are:

  • Epic: An agency and brokerage management system that enables businesses to optimize processes for growth and to build client relationships.
  • TAM: An agency management software that allows agencies to manage day-to-day business operations.
  • DORIS: An online agency management system that provides access to fundamental features, functions, and workflows needed to run an agency, including automated interface with various insurance carriers
  • Vision: Enables agencies to manage complex business structures and complicated commercial lines of coverage, specialty lines of business, or non-traditional niche markets.
  • Performance Management: Accesses, aggregates, and analyzes multiple sources of raw data. Mobile Producer: A mobile insurance application for producers that brings client, policy, and sales information to iPad or Android tablets. It is designed for insurance professionals, agencies, brokerages, and carriers in North America and internationally, providing a range of professional services, including insurance consulting, data, education and training, and support.

Applied Systems family of brands

There are several brands under Applied Systems umbrella. Apart from Applied, the company’s list of brands include:

IVANS: The company provides a cloud-based data exchange solution that enables insurers to efficiently exchange data with agencies and MGAs directly into their management systems, ensuring timely service for partners and insureds.

Indio: Indio is a cloud-based platform designed to help commercial insurance agents, brokers, and agencies digitize insurance application and renewal processes. It uses “smart form technology” to streamline the insurance form data gathering process and to digitally submit the application with a single click.

EZLynx: The firm provides a cloud-based software that allows insurance agencies to organize and store customers’ policies, quotes, documents, and other information in a centralized repository.

Tarmika: This single-entry tool helps streamline the commercial quoting process, enabling insurers to expand distribution channels and gain new business.

Leadership at Applied Systems

Taylor Rhodes – chief executive officer

Rhodes joined Applied Systems in 2019 after serving as CEO of SMS Assist, a leading cloud-based software platform for multi-site property management. Prior to this, he was also CEO of Rackspace, where he led the company’s growth from a cloud pioneer to an industry leader with more than $2 billion dollars in revenue, while establishing the company as a mainstay on the Fortune 100 Best Companies to Work For.

Rhodes has served several financial, and corporate strategy roles at Electronic Data Systems Corporation. He is a former US Marine Corps infantry officer and holds an MBA from the University of North Carolina at Chapel Hill. Rhodes serves on the board of directors for Applied, Zenoss and Liquid Web, LLC.

In the news

Embedded insurance – the next logical step for agents?


Embedded insurance – the next logical step for agents?

Agents and carriers are tapping into commercial lines embedded insurance

The Avatar effect – artificial intelligence and the insurance workforce


The Avatar effect – artificial intelligence and the insurance workforce

Interrogating generative AI and the talent challenge

How Applied Systems deal has – and hasn't – changed EZLynx


How Applied Systems deal has – and hasn't – changed EZLynx

Leaders on finding the business's feet, maintaining a distinct identity, and tech-driven investment

Competition Bureau opens investigation into Applied Systems


Competition Bureau opens investigation into Applied Systems

Canadian Applied Systems said to be "fully cooperating" with Competition Bureau investigation

Commercial lines costs have "skyrocketed" – can technology make it profitable for agents?


Commercial lines costs have "skyrocketed" – can technology make it profitable for agents?

Independent insurance agents face cost and admin stresses

Keep up with the latest news and events

Join our mailing list, it’s free!